Challenge

70% of the CRM users are sales people who generate quotes on daily basis. However the normal quoting and ordering process is very time-intensive and complicated; consuming more than an hour of the sales person's time. Thus there was a need to create a selling solution that can automate the quoting process, taking less than 10 minutes of time to prepare a quote.

TatvaSoft came up with an enterprise solution which was integrated with Salesforce that simplified the quoting process. The solution delivered had wide range of goals and objectives out of which the prime considerations are listed below:

To integrate CPQ (Configure Price Quote) with the Salesforce

To develop intelligent search, for search tags

Establish effective communication channels with secure real-time access to business information without time or space confines

Solution

TatvaSoft developed a CPQ (Configure Price Quote) System with seamless integration with Salesforce CRM. The CPQ system has the following features that are useful and effective.

Creation of fast and accurate quotes: CPQ automates the quoting process and delivers the quotes to the customers within 10 minutes of getting the request

Cross and up-sell Recommendations: Provides the flexibility to make recommendations like "recommend other product for consideration", or "recommend entire configurations" throughout the quoting process

Accurate forecasting with CRM integration: Customizing Salesforce CRM in order to support price rule engine. Customization includes the entities, fields, attributes, forms, charts etc. in order to meet with business process and legacy system.

Proposal and Report generation: Customers can customize the reports by attaching the company logo and other details. They can also include any customized terms and conditions in these reports.

Visual Sales Configurator: CPQ with 3D visualization is added to enable the sales representative, partners or customers to see what exactly they are purchasing.

e-commerce Portal: Leverages extensive API that exchanges data between CRM and e-commerce portal. It facilitates management of account, opportunities and quotes across discrete systems in real time without loss of information.

Quick Output: All products and pricing are packaged correctly with discounting capabilities and a consistent branded Quote output.